SAUNDERS FOUNDATION: Form 990PF, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SAUNDERS FOUNDATION (EIN 76-0574880)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-09-15
- IRS object ID
- 201102589349100105
- Schema version
- 2010v3.4
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Compensation Explanation
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Land Etc Schedule2
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Notes Loans Rcvbl Short Sch2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-09-15T10:35:59-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALLOWAY STINSON & CO PC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8554 KATY FREEWAY SUITE 110 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77024 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 760574880 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SAUNDERS FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SAUN | NameControl |
| Phone | 7139149778 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 SAN FELIPE | AddressLine1 |
| Address Line2 | ROOM/SUITE 1070 | AddressLine2 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77063 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STUART SAUNDERS | Name |
| Title | DIRECTOR | Title |
| Phone | 7139149778 | Phone |
| Date Signed | 2011-06-01 | DateSigned |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JEAN M CALLOWAY | Name |
| Phone | 7134684133 | Phone |
| Date Prepared | 2011-09-15 | DatePrepared |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 4702777 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 374400 | ContriReceivedRevAndExpnss |
| Interest On Savings Rev And Expnss | 7073 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 7073 | InterestOnSavingsNetInvstIncm |
| Dividends Rev And Expnss | 85285 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 85285 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 4686 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 250931 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 4686 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | -78 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | -78 | OtherIncomeNetInvstIncm |
| Total Revenue And Expenses | 471366 | TotalRevenueAndExpenses |
| Total Net Investment Income | 96966 | TotalNetInvestmentIncome |
| Accounting Fees Rev And Expnss | 3582 | AccountingFeesRevAndExpnss |
| Accounting Fees Net Invst Incm | 2388 | AccountingFeesNetInvstIncm |
| Accounting Fees Dsbrs Chrtbl Prps | 1194 | AccountingFeesDsbrsChrtblPrps |
| Taxes Rev And Expnss | 295 | TaxesRevAndExpnss |
| Taxes Net Invst Incm | 295 | TaxesNetInvstIncm |
| Trav Conf Meeting Rev And Expnss | 4295 | TravConfMeetingRevAndExpnss |
| Trav Conf Meeting Dsbrs Chrtbl Prps | 4295 | TravConfMeetingDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 4485 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 4485 | OtherExpensesNetInvstIncm |
| Tot Opr Expenses Rev And Expnss | 12657 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 7168 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 5489 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 163012 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 163012 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 175669 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 7168 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 168501 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 295697 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 89798 | NetInvestmentIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 484826 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 117116 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 117116 | SavingsAndTempCashInvstEOYFMV |
| Other Notes And Loans Receivable | 78854 | OtherNotesAndLoansReceivable |
| Other Notes And Loans Rcvbl BOY | 88120 | OtherNotesAndLoansRcvblBOY |
| Other Notes And Loans Rcvbl EOY | 78854 | OtherNotesAndLoansRcvblEOY |
| Other Notes And Loans Rcvbl EOYFMV | 78854 | OtherNotesAndLoansRcvblEOYFMV |
| Investments Corp Stock BOY | 3893627 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 4467354 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 4467354 | InvestmentsCorpStockEOYFMV |
| Investments Other BOY | -44813 | InvestmentsOtherBOY |
| Investments Other EOY | 38292 | InvestmentsOtherEOY |
| Investments Other EOYFMV | 38292 | InvestmentsOtherEOYFMV |
| Land Building And Equipment Basis | 1685 | LandBuildingAndEquipmentBasis |
| Accum Deprec Land Bldg And Equip | 1685 | AccumDeprecLandBldgAndEquip |
| Other Assets EOY | 1161 | OtherAssetsEOY |
| Other Assets EOYFMV | 1161 | OtherAssetsEOYFMV |
| Total Assets BOY | 4421760 | TotalAssetsBOY |
| Total Assets EOY | 4702777 | TotalAssetsEOY |
| Total Assets EOYFMV | 4702777 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Retained Earnings BOY | 4421760 | RetainedEarningsBOY |
| Retained Earnings EOY | 4702777 | RetainedEarningsEOY |
| Total Net Assets BOY | 4421760 | TotalNetAssetsBOY |
| Total Net Assets EOY | 4702777 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 4421760 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 4702777 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 4421760 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 295697 | ExcessOfRevenueOverExpenses |
| Subtotal | 4717457 | Subtotal |
| Other Decreases | 14680 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 4702777 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (8 entries)
| Description Of AssetDescriptionOfAsset | How AcquiredHowAcquired | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|---|
| 0.7143 SH SIMON PPTY GROUP | P | 2009-12-18 | 2010-01-05 | 56 | 54 | 2 | 2 |
| 1200 SH TAUBMAN CENTERS | P | 49641 | 43045 | 6596 | 6596 | ||
| 400 SH FEDERAL REALTY | P | 2010-06-04 | 2010-08-03 | 32360 | 28593 | 3767 | 3767 |
| 1000 SH DOUGLAS EMMETT | P | 2010-01-28 | 2010-08-04 | 16270 | 13954 | 2316 | 2316 |
| 450 SH AVALON BAY COMMUNITIES | P | 2010-09-03 | 49426 | 34940 | 14486 | 14486 | |
| 2000 SH RETAIL OPPORTUNITY INVESTMEN | P | 2009-10-08 | 2010-06-15 | 19048 | 20896 | -1848 | -1848 |
| 2000 SH WEINGARTEN REALTY | P | 45987 | 59055 | -13068 | -13068 | ||
| 1200 SH LIBERTY PPTY TRUST | P | 38143 | 45708 | -7565 | -7565 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 4686 | CapitalGainNetIncome |
| Net Short Term Capital Gain Or Loss | 25319 | NetShortTermCapitalGainOrLoss |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Qualifying Distributions Year1 | 164949 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 3319562 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.049690 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 197292 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 3581831 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.055081 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 73805 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 3693274 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.019984 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 70246 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 2934599 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.023937 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 79471 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 1565070 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.050778 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.199470 | TotalDistributionRatio |
| Average Distribution Ratio | 0.039894 | AverageDistributionRatio |
| Net Noncharitable Assets | 4002993 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 159695 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 898 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 160593 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 168501 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 898 | InvestmentIncomeExciseTax |
| Subtotal | 898 | Subtotal |
| Tax Based On Investment Income | 898 | TaxBasedOnInvestmentIncome |
| Est Tax Payments And Overpayment | 4000 | EstTaxPaymentsAndOverpayment |
| Total Credits And Payments | 4000 | TotalCreditsAndPayments |
| Overpayment | 3102 | Overpayment |
| Amount Credited To Next Year | 3102 | AmountCreditedToNextYear |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Website Address | N/A | WebsiteAddress |
| Books In Care Of Person Name | STUART SAUNDERS | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 7139149778 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 SAN FELIPE 1070 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77063 | ZIPCode |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Business Holdings | false | BusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| FREDERIC M SAUNDERS | ||||||||
| 515 HUNTERWOOD | HOUSTON | TX | 77024 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| GAYLE D SAUNDERS | ||||||||
| 515 HUNTERWOOD | HOUSTON | TX | 77024 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| MEREDITH S MASON | ||||||||
| 501 VALE STREET | AUSTIN | TX | 78746 | DIRECTOR | 0.00 | 0 | 0 | 0 |
| STUART D SAUNDERS | ||||||||
| 8 SADDLEBROOK LANE | HOUSTON | TX | 77024 | DIRECTOR | 5.00 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1 |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 3559461 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 381874 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 122617 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 4063952 | TotalFMVOfUnusedAssets |
| Adj Total FMV Of Unused Assets | 4063952 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 60959 | CashDeemedCharitable |
| Net Noncharitable Assets | 4002993 | NetNoncharitableAssets |
| Minimum Investment Return | 200150 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 200150 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 898 | TaxBasedOnInvestmentIncome |
| Total Tax | 898 | TotalTax |
| Distributable Amount Before Adj | 199252 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 199252 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 199252 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 168501 | ExpensesAndContributions |
| Qualifying Distributions | 168501 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 898 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 167603 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 199252 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year2 | 17550 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 3265 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 20815 | TotalExcessDistriCarryover |
| Qualifying Distributions | 168501 | QualifyingDistributions |
| Applied To Current Year | 168501 | AppliedToCurrentYear |
| Excess Distri Cyov App CY Corpus | 20815 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 20815 | ExcessDistriCyovAppliedCY |
| Undistributed Income CY | 9936 | UndistributedIncomeCY |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (26 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| AMY FLORES | |||||||
| C/0 7500 SAN FELIPE | HOUSTON | TX | 77063 | NONE | STUDENT | COLLEGE SCHOLARSHIP | $18,744 |
| CRYSTAL CASTELLANO | |||||||
| C/O 7500 AN FELIPE | HOUSTON | TX | 77063 | NONE | STUDENT | COLLEGE SCHOLARSHIP | $3,759 |
| LISSETH GARCIA | |||||||
| C/O 7500 SAN FELIPE | HOUSTON | TX | 77063 | NONE | STUDENT | COLLEGE SCHOLARSHIP | $15,296 |
| SONYA VILLEGAS | |||||||
| C/O 7500 SAN FELIPE | HOUSTON | TX | 77063 | NONE | STUDENT | COLLEGE SCHOLARSHIP | $12,340 |
| LIGHTHOUSE OF HOUSTON | |||||||
| 3602 W DALLAS | HOUSTON | TX | 77019 | NONE | PUBLIC CHARI | PUBLIC CHARITY | $2,000 |
| CHI OMEGA FOUNDATION | |||||||
| PO BOX 27543 | HOUSTON | TX | 772277543 | NONE | PUBLIC CHARI | PUBLIC CHARITY | $8,618 |
| FIRST UNITED METHODIST CH | |||||||
| 1101 DOHERTY | MISSION | TX | 78572 | NONE | CHURCH | RELIGION | $3,000 |
| EANES ELEMENTARY PTO | |||||||
| 4101 BEES CAVES RD | AUSTIN | TX | 78746 | NONE | SCHOOL | EDUCATION | $5,000 |
| INSTITUTE OF SHIPBOARD ED | |||||||
| 811 WILLIAM PITT UNION U | PITTSBURG | PA | 15260 | NONE | SCHOOL | EDUCATION | $12,500 |
| THE RISE SCHOOL | |||||||
| 8080 NORTH STADIUM DR | HOUSTON | TX | 77054 | NONE | SCHOOL | EDUCATION | $20,000 |
| EAST WACO GREENWOOD CEMET | |||||||
| PO BOX 154115 | WACO | TX | 767154115 | NONE | PUBLIC CHARI | PUBLIC CHARITY | $100 |
| AMERICAN HEART ASSOCIATIO | |||||||
| 10060 BUFFALO SPEEDWAY | HOUSTON | TX | 77054 | NONE | PUBLIC CHARI | MEDICAL | $100 |
| HOUSTON PANHELLENIC FOUND | |||||||
| BOX 342 5868 A-1 WESTHEI | HOUSTON | TX | 77057 | NONE | UNIVERSITY | EDUCATION | $6,000 |
| YMCA OF GREATER HOUSTON | |||||||
| PO BOX 3007 | HOUSTON | TX | 77253 | NONE | PUBLIC CHARI | PUBLIC CHARITY | $1,000 |
| TEXAS PARKS & WILDLIFE FO | |||||||
| 1901 NORTH AKARD STREET | DALLAS | TX | 75201 | NONE | PUBLIC CHARI | EDUCATION | $500 |
| PEDIATRIC BRAIN TUMOR RES | |||||||
| PO BOX 9784 | SEATTLE | WA | 98109 | NONE | PUBLIC CHARI | CANCER RESEARCH | $1,000 |
| HOUSTON BAPTIST | |||||||
| 7502 FONDREN | HOUSTON | TX | 77074 | NONE | UNIVERSITY | EDUCATION | $500 |
| TEXAS VOICE PROJECT | |||||||
| 500 NORTH COIT RD | RICHARDSON | TX | 75080 | NONE | PUBLIC CHARI | PUBLIC CHARITY | $255 |
| HOUSTON HEIGHTS ASSOCIATI | |||||||
| PO BOX 70735 | HOUSTON | TX | 77270 | NONE | PUBLIC CHARI | COMMUNITY DEVELOPMENT | $45,000 |
| OZARK GUIDANCE FOUNDATION | |||||||
| PO BOX 6430 | SPRINGDALE | AR | 72766 | NONE | PUBLIC CHARI | MENTAL HEALTH | $500 |
| WBP | |||||||
| PO BOX 160522 | AUSTIN | TX | 78716 | NONE | SCHOOL | EDUCATION | $1,000 |
| MEMORIAL DRIVE METHODIST | |||||||
| 12955 MEMORIAL DR | HOUSTON | TX | 77079 | NONE | CHURCH | RELIGION | $200 |
| THE CENTER FOUNDATION | |||||||
| 3550 WEST DALLAS | HOUSTON | TX | 77019 | NONE | PUBLIC CHARI | MENTAL HEALTH | $3,000 |
| CAMPUS CRUSADE FOR CHRIST | |||||||
| 12012 TECHNOLOGY BLVD | AUSTIN | TX | 78727 | NONE | PUBLIC CHARI | RELIGION | $500 |
| JOY2THEWORLD | |||||||
| 14504 BRIAR FOREST DR | HOUSTON | TX | 77077 | NONE | PUBLIC CHARI | MICRO-FINANCE PROJECTS | $100 |
| MD ANDERSON | |||||||
| PO BOX 301439 | HOUSTON | TX | 77230 | NONE | HOSPITAL | CANCER RESEARCH & TREATMENT | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 163012 | TotGrantOrContriPaidDuringYear |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $7,073 | ExclusionAmount |
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $85,285 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 18 | ExclusionCode |
| Exclusion | $4,686 | ExclusionAmount |
Other Revenue Described OtherRevenueDescribed (2 entries)
| DescriptionDescription | Exclusion CodeExclusionCode | ExclusionExclusionAmount |
|---|---|---|
| NET RENTAL RE INCOME FROM K-1 | 16 | $718 |
| ORDIN BUSINES INCOME FROM K-1 | 33 | -$796 |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $96,966 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 96966 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | MISSION HEIGHTS ENTERPRISES LTD | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7500 SAN FELIPE STE 1070 | AddressLine1 |
| City | HOUSTON | City |
| State | TX | State |
| ZIP Code | 77063 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 374400 | AggregateContributions |
| Noncash Contribution Type | X | NoncashContributionType |
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 1 | ContributorNumberFromPartI |
| Noncash Property Description | 12000 SH WELLS FARGO STOCK | NoncashPropertyDescription |
| Fair Market Value | 374400 | FairMarketValue |
| Date Received | 2010-12-31 | DateReceived |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INDIRECT ACCOUNTING FEES | Category |
| Amount | $3,582 | Amount |
| Net Investment Income | 2388 | NetInvestmentIncome |
| Disbursements Charitable Prps | 1194 | DisbursementsCharitablePrps |
Compensation Explanation CompensationExplanation
Compensation Compensation (4 entries)
| FREDERIC M SAUNDERS |
| GAYLE D SAUNDERS |
| MEREDITH S MASON |
| STUART D SAUNDERS |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock (3 entries)
| Name Of StockNameOfStock | EOY Book ValueEOYBookValue | EOYFMVEOYFMV |
|---|---|---|
| UBS FINANCIAL SERVICES 52986 | 2765163 | 2765163 |
| SALIENT TRUST 771700 | 859038 | 859038 |
| INTERACTIVE BROKERS | 843153 | 843153 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | STC REAL ESTATE PARTNERS | CategoryOrItem |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMV |
| Book Value | 38292 | BookValue |
| EOYFMV | 38292 | EOYFMV |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtc (2 entries)
| Category Or ItemCategoryOrItem | Cost Or Other BasisCostOrOtherBasis | Accumulated DepreciationAccumulatedDepreciation |
|---|---|---|
| COMPUTER | 1432 | 1432 |
| SOFTWARE | 253 | 253 |
Other Assets Schedule OtherAssetsSchedule
Other Assets OtherAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | ARTWORK | Description |
| EOY Book Value | 1161 | EOYBookValue |
| EOYFMV | 1161 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FAIR MARKET VALUE ADJUSTMENTS | Description |
| Amount | $14,680 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| EXPENSES | ||
| BANK FEES | 324 | 324 |
| INVESTMENT FEES | 4066 | 4066 |
| MISCELLANEOUS FEES | 95 | 95 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome (2 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome |
|---|---|---|
| NET RENTAL RE INCOME FROM K-1 | 718 | 718 |
| ORDIN BUSINES INCOME FROM K-1 | -796 | -796 |
Other Notes Loans Rcvbl Short Sch2 OtherNotesLoansRcvblShortSch2
Other Notes Loans Rcvbl Short OtherNotesLoansRcvblShort
Name Of501c3 Organization NameOf501c3Organization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GEORGE THOMAS 502 FREEPORT | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Balance Due | 88120 | BalanceDue |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID ON DIVIDEND I | Category |
| Amount | $295 | Amount |
| Net Investment Income | 295 | NetInvestmentIncome |
Comments